Subscription Document Automation

Hi there,

Is anyone on here using a service to automate the subscription document process for alternatives using the client data in Wealthbox?

I reviewed the integrations list, and see Docusign listed but the underlying process is through Zapier and doesn't appear to actually form-fill from the CRM to Docusign.

https://www.wealthbox.com/integrations/

Alternatively, the client is on Black Diamond, and I know SS&C offers a utility for this but it is likely costly and would still need to integrate the two applications.

Thanks!

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